Our Team

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Paul Mason

Chief Operating Officer

Paul Mason was appointed Chief Operating Officer of MGIM in August 2015, after consulting to the Company, where he was instrumental in establishing the Montaka Global Fund and the Montaka business.
 
Paul has more than two decades of experience in the investment banking industry, gaining experience as a Chief Operating Officer in equity capital markets, operations, new business development, equity trading and prime brokerage.
 
He was Chief Operating Officer for AMBATA Capital Partners based in New York; Chief Operating Officer for Credit Suisse Standard Securities based in Johannesburg; and Chief Operating Officer for Credit Suisse European Prime Services based in London.

Head of Research
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Chief Executive Officer
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Chairman and Chief Investment Officer
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National Account Manager
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Head of Distribution
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Head of Communications
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Joint Portfolio Manager
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National Account Manager
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Chief Operating Officer
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Head of Operations
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Research Analyst
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Global Institutional Distribution
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Communications Coordinator
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Have a question? Chat to one of our team members today.

02 8046 5000
David Buckland
Chief Executive Officer
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Dean Curnow
Account Manager
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Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
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Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
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Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.